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Fee-Only & Fiduciary

As a fee-only planning firm, we are paid only by our clients. We do not accept commissions, referral fees, or compensation from other sources. The result is unbiased financial-life planning. We are committed to acting as a fiduciary in a client-centered relationship, meaning that by law we must act in your best interest.

To learn more about the fiduciary difference, watch the video below.

The Sterling Difference

We begin with your ideal life. We then plan your financial life around it so that it aligns with your core values, your personal goals, and your deepest wishes. We help you achieve growth, offering simple advice you can trust.